The Best 5 Index Funds To Own For Life (2024 Edition)

Humphrey Yang June 24, 2024
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Humphrey Yang

@humphrey

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Former Financial Advisor (Series 7, 66), Previously worked in Gaming. Explainers, Personal Finance, Reviews & More. My friends would ask me finance questions all the time, so I made this channel so I could send them videos answering those questions. I love explaining things simply, and making it fun and easy. This channel is great for beginners and intermediates who are looking to build wealth, learn how to keep their wealth, and get better with personal finance, budgeting, and investing. I also focus a lot of self improvement and productivity, so if you're into that - I hope you stick around! Business inquiries - please email: [email protected]

Video Description

Learn more about Dropbox for teams: https://www.dropbox.com/humphreyyang Thanks Dropbox for sponsoring this video! Index Fund vs ETF vs Mutual Fund further reading: https://www.investopedia.com/articles/mutualfund/05/etfindexfund.asp In today's video I go over the top 5 index funds for 2024 and beyond. I did make a change to this years list compared to years prior, and that is the addition of VASGX - Vanguards Life Strategy Fund. I removed VQNPX from the list mainly because I felt like it performed and was composed too similar to an S&P 500 Fund, and the VASGX offers a more overall approach to portfolio diversification as its 80/20. In reality, VQNPX is still quite good to hold, but if you own VQNPX and say, VFIAX - you will have a lot of overlap! FREE STOCKS: 🏆 Webull Deposit a Minimum of $500 and Get a Guaranteed $50 Free Stock: https://www.webull.com/k/HumphreyYang 🏆 Webull UK: https://www.webull-uk.com/i/humphreyUK 💸 SoFi Checking & Savings: https://sofi.com/humphrey Get up to 4.40% APY, pay no account fees and earn $250 when you sign up and set up direct deposit. Terms apply. 👾 Join our free Discord Community: https://discord.gg/xJzsaGaaDE RESOURCES: 💵 Free Templates: https://beacons.ai/humphreytalks/freedownloads 🐪 Hump Days Newsletter ➭ https://humpdays.substack.com ▶️ See What I Invest In ➭ https://whop.com/c/critical-wealth/ytd 💳 My Favorite Credit Cards ➭ https://cardonomics.com/i/humphrey MY SOCIALS: Secret Channel -- https://youtube.com/@hug Instagram -- https://instagram.com/humphreytalks Twitter -- https://twitter.com/humphreytalks TikTok -- https://tiktok.com/@humphreytalks Rickie (Editor) ➭ https://instagram.com/coldgamerick WHO AM I? Hello 👋 I’m Humphrey, I used to be a financial advisor, worked in gaming/tech, and started my own eCommerce business. I make practical, rational content on investing, personal finance, the news, and much more with a data-backed approach. My goal is to help you with financial literacy and creating wealth. PS: I am no longer a current Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel! ⏱️ Timestamps: 0:00 - Start Here 1:05 - Index Funds vs. Mutual Funds 4:35 - Index Funds & ETFs 5:22 - Index Fund 5 7:47 - Index Fund 4 9:58 - Index Fund 3 11:42 - Index Fund 2 13:13 - Index Fund 1